Plan Snapshot
- Plan Sponsor: Tribridge Residential, LLC
- Sponsor EIN: 274292135
- Sponsor Address: ATTN YOULANDA TERRELL TRIBRIDGE, ATLANTA, GA, 30318
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 205 | $9.9M | $246,722 | $841,493 |
| 2023 | 207 | $8.3M | $199,822 | $706,953 |
| 2022 | 190 | $6.4M | $168,798 | $664,843 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | NONE | $50,248 | — | $50,248 |
| BAER WEALTH MANAGEMENT | NONE | $26,225 | — | $26,225 |
| FRAZIER & DEETER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,473
- Estimated Expense Ratio: 0.774% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $72,899 | $22,651 | $50,248 | — | — |
| 2023 | $58,369 | $9,123 | $49,246 | — | — |
| 2022 | $59,176 | $15,939 | $40,049 | — | $3,188 |